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Trust and Estates Legal Assistant

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Posted : Wednesday, July 03, 2024 03:26 AM

Weitzen Phillips Samuth & Sinex LLP is seeking a qualified Legal Assistant with at least 3-5 years of experience working as a Trusts and Estates legal assistant with a desire for growth and development in a dynamic team environment.
The ideal candidate for this position will be highly organized, professional and motivated.
Responsibilities will include: * Run conflict checks.
* Prepare fee agreements and conflict waivers.
* Telephone meeting reminders.
* Provide word processing support.
* Calendaring.
* Send outgoing mail, including FedEx, etc.
mailings.
* Scan and save correspondence and documents into file management system.
* Ongoing maintenance of client files.
* Send draft estate planning documents to clients.
* Finalize/print estate planning documents for signing.
* Scan and save executed estate planning documents.
* Preparation of estate planning binders.
* Assist Paralegal with court filings, exhibits and service mailings.
Qualifications: * Paralegal certificate or Associate degree.
* Proficient in Word, Excel and Adobe.
* Collaborative team player.
* Excellent communication and organizational skills.
Recruiters need not apply.
Job Type: Full-time Pay: $60,000.
00 - $80,000.
00 per year Benefits: * 401(k) * Dental insurance * Health insurance * Health savings account * Life insurance * Paid sick time * Paid time off * Retirement plan * Vision insurance * Work from home Schedule: * 8 hour shift * Monday to Friday Travel requirement: * No travel Work Location: In person

• Phone : NA

• Location : 12750 High Bluff Dr, San Diego, CA

• Post ID: 9006238661


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